15,487 Financial Professional jobs in the United States

New York Life Accelerated Pathto Management Program

Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. Well train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then well train you and provide you with access to the tools you need for a career in management.

What were looking for

Were looking for people who want to make a lasting impact on the financial well-being of individuals, families and smallbusinesses motivated people who can answer yes to one of the following questions:

Do you have sales or managerial experience in another industry?

Have you previously run your own business?

Do you have an MBA or other advanced degree?

In the Accelerated Path to Management Program, youll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements(1)before transitioning into a management role. Youll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success.

What we offer

Your First Year

Youll learn firsthand about a financial professionals role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite.

Training and Resources

You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.

Product Solutions

You will learn about our robust products and services that can help clients and their families achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products.

Your Transition to a Field Manager Role

After meeting specific requirements for the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.(1)Well help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, youll continue to have opportunities to grow and be promoted to increasingly senior levels of management.

How we will compensate you

When you begin with New York Life as a financial professional(2), you will receive income that is commission-based.(3)

If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000$50,000 (in California and Washington, the minimum salary range is 64,480 and 65,479, respectively), plus you will be eligible for additional compensation related to the agents you recruit and develop (R&Ds). R&Ds are additional compensation that is designed to increase your income and to reimburse for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan,(4)and a 401(k) savings plan.(5)

New York Life will value and reward your hard work and success. Youll have significant income potential over time, because our field managers compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 579 recruiters at all levels in 2022 was 240,000.(6)

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients.

Awards & Accolades

Were proud of our financial strength(7)

A+ Superior (A.M. Best)
AAA Exceptionally Strong (Fitch)
Aaa Exceptional (Moodys)
AA+ Very Strong (Standard & Poors)

Were proud of the training we offer(8)

Training Magazines APEX Award for 2022

Were proud to be recognized by organizations that also value diversity

Latino Leaders: 2022 Best Companies for Latinos to Work For

Human Rights Campaign: 2022 Corporate Equality Index
Forbes 2022: Americas Best Employers for Diversity

Were proud of the way we serve our clients (9)

5.3 million lives protected (includes all owners of individual life insurance and annuity policies)
4.5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.)
579 million lifetime annuity income paid(includes all payouts on idividual income annuity products)
Nearly 1.2 trillion life insurance protection in force(includes term, whole, and universal life)

(1)Specific production and licensing requirements must be met, and approvals obtained before transitioning to field management. Please ask your New York Life recruiter for details.

(2)If you qualify for an Introductory (PTAS) Contract, you will preview an agent career with New York Life as an independent contractor while continuing to work at your current job, with limited exceptions. During this preview period of up to six months, any sales you make will continue to accrue until you either make enough sales to become a full-time agent under a Training Allowance Subsidy (TAS) Contract or the passage of six months, whichever is earlier. If you do not become a full-time agent, all commissions on any sales you made will be paid to you at the end of six months. If you become a full- time agent under a TAS Contract, you will be credited with the commissions you accrued under the Introductory Contract.

(3)If you would like more information about commission-based income for financial professionals, please consult with your New York Life recruiter.
(4)Certain eligibility requirements apply. Monthly payments are determined by your earnings, years of service, age, and the form of payment you choose. The company reserves the right to amend or terminate the plan at any time for any reason.
(5)This is necessarily brief and provides only a list of benefits available to Associate Partners under the applicable plans. Specific terms, such as eligibilityand benefits, are determined only by the terms and conditions contained in the relevant plan documents. The company reserves the right to amend or terminate benefit plans at any time for any reason.
(6)In addition to salary, average recruiter income includes certain non-guaranteed income that is dependent on a number of factors, including your field management title/level, the sales results of your agent unit and/or your General Office, and your applicable field management compensation plan. The company reserves the right to amend, modify, or terminate the compensation plans at any time. The historical income numbers shown above include additional compensation payments designated to reimburse all of a field managers business expenses not otherwise reimbursed by the company. Average partner income is provided for illustrative purposes only.

(7)New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A+, Fitch Ratings AAA, Moodys Aaa, and Standard & Poors AA+ (as of 10/18/2022).

(8)A full list of our awards is available here:
(9)All figures reflect the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12 months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The companys individual life insurance in force totaled 1,166.01 billion at December 31, 2022 (including 180.60 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.

New York Life is an Equal Opportunity Employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity

New York Life Insurance Company

51 Madison Avenue

New York, NY 10010

AR10901.062023 SMRU5058493 (Exp.04.30.2024)

#J-18808-Ljbffr

Are you a leader who has the following traits?

• Competitive
• Ambitious
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

What we're looking for.

We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

How we will compensate you:

You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

What you'll gain:

• Training and development: We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.
• Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
• Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.
• Human guidance: When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

Qualifications

• To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa.

Compensation

$20,000 - 250,000 yearly

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Are you a leader who has the following traits?

• Competitive
• Ambitious
• Coachable
• Communicative
• Self-disciplined
• Authentic

If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in invaluable skills such as marketing, customer relationship management (CRM), and communication, and providing you with a development team and sales support to guide your success.

What we're looking for.

We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

How we will compensate you:

You have the power to determine your own income with our commission-based compensation. In 2021, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $124,000. Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

What you'll gain:

• Training and development: We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional development trips for our top-performing insurance agents.
• Digital tools: Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
• Products and solutions: Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.
• Human guidance: When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

Qualifications

• To apply for the position of Financial Professional Advisor with our Iowa General Office, you must currently reside in the state of Iowa.

Compensation

$20,000 - 250,000 yearly

About New York Life

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Financial Professional

Are you a leader who has the following traits?
•Competitive
•Entrepreneurial
•Coachable
•Communicative
•Self-disciplined
•Authentic

If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you're in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we're looking for.

We're looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job-it's a career with purpose and opportunity. You'll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer.

Training and development

We'll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we'll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You'll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.

Digital tools

Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.

Products and solutions

Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds(1) through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,(2) estate planning strategies, and business solutions.

Human guidance

When you join New York Life, you're joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you.

You have the power to determine your own income with our commission-based compensation. In 2022, the average income of our agents under the N8 and N9 Agent's Contract who met annual minimum sales production requirements was $115,917.(3) Individual agent performance will determine your income. Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.(4)

About New York Life.

New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on the long-term success of our clients.

Awards & Accolades.

We're proud of our financial strength. (5)
•A+ Superior (A.M. Best)
•AAA Exceptionally Strong (Fitch)
•Aaa Exceptional (Moody's)
•AA+ Very Strong (Standard & Poor's)

We're proud of the training we offer.(6)
•Training Magazine's APEX Award for 2022

We're proud to be recognized by organizations that also value diversity.
•Human Rights Campaign: 2022 Corporate Equality Index
•Forbes 2022: America's Best Employers for Diversity
•Latino Leaders 2022 Best Companies for Latinos to Work For

We're proud of the help we've provided and continue to provide our clients.(7)
•5.5 million LIVES PROTECTED. Includes all owners of individual life insurance and annuity policies
•$79 million LIFETIME ANNUITY INCOME PAID . Includes all payouts on individual income annuity products.
•$4 5 billion IN LIVING BENEFITS AWARDED . Includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.
•Over $1 2 trillion LIFE INSURANCE PROTECTION IN FORCE. Includes term, whole, and universal life.(8)

1. Offered by properly licensed registered representatives through NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency and a New York Life company.

2. Wealth management and advisory services offered by Financial Advisors of Eagle Strategies LLC, a Registered Investment Adviser and a New York Life company. Qualification requirements include but are not limited to applicable FINRA general securities, agent state law, investment advisory licenses, compliance history, production standards, and required training. Requirements are subject to change.

3. Based on 2022 company data for 7,603 agents operating under our N9 and N8 Agent's Contracts in all states, without persistency bonus, who were active as of December 31, 2022. N9 is the current contract for new financial professionals. N8 contracts were issued to new financial professionals prior to April 2004. Contracts determine your compensation and benefits. Sales production requirements are determined annually by the company. Historical agent incomes are provided for informational purposes only. Agent income is not guaranteed. Income is dependent upon the sales of each agent. Agent compensation is commission-based and determined through the ledger process. Overall compensation includes positive income credits for commissions based on actual sales and certain allowances or incentives, if eligible, based upon persistency and production, as well as debits associated with commission reversals, authorized expenses, and other items. Each credit and debit posted to the Agent's Ledger is part of determining the agent's compensation and no individual credit posted to the ledger is earned until the ledger reconciliation process is complete. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied.

4. This is necessarily brief and provides only general descriptions of the benefits available to eligible agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. In the event of any conflict between the information herein and the provisions of the plan documents, the plan documents will govern. The company reserves the right to amend or terminate the benefit plans described herein at any time for any reason.

5. New York Life Insurance Company continues to receive the highest financial strength ratings currently awarded to any life insurer in the U.S. from all four major rating agencies. Source: Individual Third-Party Ratings Reports: A.M. Best A+, Fitch Ratings AAA, Moody's Aaa, and Standard & Poor's AA+ (as of 10/18/2022). The ratings do not apply to investment products as they are subject to market risk and will fluctuate in value.

6. A full list of our awards is available here:

7. All figures reflect the consolidated results of New York Life Insurance Company and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation, for the 12 months ending December 31, 2022.

8. This reflects the consolidated results of New York Life Insurance Company (NYLIC) and its domestic insurance subsidiaries, including New York Life Insurance and Annuity Corporation (NYLIAC), for the 12months ending December 31, 2022. Individual life insurance in force is the total face amount of individual life insurance contracts (term, whole, and universal life) outstanding for NYLIC and its domestic insurance subsidiaries at a given time. The company's individual life insurance in force totaled 1,166.01 billion at December 31, 2022 (including 180.61 billion for NYLIAC). Intercompany transactions have been eliminated in consolidation.

New York Life is an Equal Opportunity Employer - M/F/Veteran/Disability/Sexual Orientation/Gender Identity

V1_AR10511_042023 SMRU 5021157.4 (Exp. 04.30.2024)

Description

We are looking for a people person with strong listening skills, attention to detail, and the ability to effectively communicate insurance programs and plans to new customers. Our ideal candidate will embrace the opportunity to drive insurance sales among potential clients and new clients through a mix of networking, referrals, and marketing strategies. If you're seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!

Responsibilities

•Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
•Remain updated about insurance industry changes that may affect customers in your portfolio
•Develop risk management strategies for each customer to ensure his or her policy needs are continuously met
•Conduct meetings with new and potential clients and carefully listen to their individual circumstances in order to present the best insurance policies to meet their needs
•Maintain a portfolio of existing customers and pursue insurance sales with new clients by using sales strategies that may include cold calling and networking

Qualifications

•Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole
•Basic understanding of sales lead or accounting software is helpful
•High school diploma required; bachelor's degree a plus
•Valid insurance license required or candidates must be willing to get licensed
•Strong analytical, communication, and interpersonal skills required; customer service experience is a plus

Description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Responsibilities

•Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
•Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
•Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
•Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
•Serve as a collaborative team player willing to further development through continued training opportunities

Qualifications

•Candidate is required to hold either a US passport, a green card, or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT)
•Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
•A required Bachelor's degree in business administration, finance, or similarly related field
•Up-to-date FINRA Series 7 & 63/66 documents are a bonus
•Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
•Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients

Description

Financial Professional - New York Life

Location: Edinburg and Rio Grande Valley, TX

Launch a purpose-driven career with New York Life as a Field Sales Representative . Help individuals, families, and businesses achieve their financial goals while building long-term success for yourself.

What We're Looking For:

• Sales experience with a business mindset
• Strong communication and people skills
• Passion for helping others succeed
• Resilience and business acumen

What We Offer:

• Life, Disability, and Long-Term Care Insurance
• Annuities & Investment Products
• World-class training and unlimited growth potential

Make a difference in your community and your career - join New York Life today.

Responsibilities

•Engage clients with persuasive sales presentations to promote and sell insurance products in the Edinburg and Rio Grande Valley, TX market
•Foster relationships with new and existing clients to boost retention and uncover growth opportunities
•Exceed expectations by consistently achieving sales goals and driving regional revenue growth
•Leverage technology by using CRM tools to track activities, manage leads, and maintain accurate client records
•Stay ahead by monitoring industry trends and competitor strategies to identify new business opportunities in Edinburg

Qualifications

•CRM Proficiency: Skilled in managing client data, tracking interactions, and streamlining the sales process through CRM systems
•Mobility: Valid driver's license with flexibility to travel for client meetings, field visits, and business needs
•Work Authorization: Fully authorized to work in the United States with all eligibility requirements met
•Client Engagement: Exceptional communication and interpersonal skills with a track record of building trust and long-term relationships

Must be located in West Texas Company Overview New York Life is a Fortune 100 company and the largest mutual life insurance company in the United States. With a legacy spanning over 175 years, we are dedicated to providing life insurance, retirement income, investments, and long-term care insurance to families and communities across the nation. Comprehensive Product Suite Enhance client offerings with: Life insurance, annuities, long-term care, and disability insurance Investment solutions through NYLIFE Securities LLC (FINRA/SIPC) Advisory services via Eagle Strategies LLC, a Registered Investment Adviser Group health and business solutions through sponsored marketing agreements Advanced Planning Group support for complex and high-net-worth cases Growth and Support for Seasoned Professionals We invest in your continued success: No competition from internal teams, 100% support Specialization paths in advanced markets: retirement, estate, business, and wealth planning Continuing education, study groups, mentorships, and peer collaboration Incentive programs, recognition, and development trips for top producers Compensation and Benefits Your income reflects your performance: In 2023, agents under our N8 and N9 contracts who met minimum production averaged $117,359; the top 50 averaged $.68M Full-time eligible agents enjoy comprehensive benefits: medical, dental, vision, 401(k), and pension If you're ready to take your career to the next level while making a difference in people's lives, we invite you to apply with New York Life today! New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity Responsibilities: Develop and implement comprehensive financial plans tailored to clients' needs and goals. Conduct a thorough financial analysis and provide insights on investment management and cash flow. Advise clients on estate planning, tax strategies, and wealth management options. Utilize financial software to track and manage client portfolios effectively. Build and maintain strong customer relationships through excellent communication and service. Stay updated on financial regulations and market trends to provide informed advice. Qualifications: Requirements: Bachelor's degree in finance, business, or a related field is preferred. Strong understanding of financial concepts and investment strategies. Proven sales experience with a focus on customer service excellence. Ability to analyze financial data and provide actionable insights. Excellent communication skills, both verbal and written. Familiarity with financial software tools is a plus. Compensation: 115,000+ at plan

Develop and implement comprehensive financial plans tailored to clients' needs and goals. Conduct a thorough financial analysis and provide insights on investment management and cash flow. Advise clients on estate planning, tax strategies, and wealth management options. Utilize financial software to track and manage client portfolios effectively. Build and maintain strong customer relationships through excellent communication and service. Stay updated on financial regulations and market trends to provide informed advice.

Compensation:
115,000 per year

#J-18808-Ljbffr

Description

Are you a motivated people person looking for the chance to break into a new industry? If the answer is "yes", we are looking for you! Jump-start your career by joining our growing team as an entry-level insurance agent. Candidates with strong interpersonal communication skills will hit the ground running to facilitate insurance sales among new and prospective clients.

Job seekers must have strong organization skills, attention to detail, and an enthusiastic approach to customer service. If you're interested in an exciting opportunity to become a top-notch insurance sales representative, please apply today!

Responsibilities

•Discuss financial concerns and needs with potential clients identified during the prospecting process
•Develop and employ marketing and business plans
•Ensure effective insurance, retirement, and business planning education through an array of service offerings, including high-quality insurance, fixed annuities, long-term care insurance, securities, investments, and more
•Improve your professional skills and knowledge through the New York Life training curriculum
•Secure optional licenses for selling securities and investment products for wealth management and advanced planning
•Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders
•Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders
•Remain updated about insurance industry changes that may affect customers in your portfolio
•Collaborate with policyholders to develop insurance risk management and other profiles that specify the best policies for their evolving insurance needs
•Spend time listening to existing, new, and prospective clients to evaluate their needs and stage-of-life priorities before presenting insurance plan options for their specific circumstances

Qualifications

•High school diploma required; bachelor's degree a plus
•Sales experience preferred - enterprising mindset
•Strong communication skills, both written and verbal
•Desire to help others
•Strong business acumen
•Perseverance in the face of a challenge
•Ability to engage your community and leverage personal networks/contacts
•Candidates must have or be willing to get an insurance license
•Willingness to learn about the insurance industry, insurance programs, and state and federal regulations that may impact policyholders
•Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs
•Basic understanding of sales lead or accounting software is helpful
•Excellent analytical, interpersonal, and communications skills are necessary; customer service skills are helpful